Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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United States Dollar (USD)

The famous greenback our friends in the US use as currency.
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NYSE

The world's largest stock exchange. Wall St HQ.
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Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.
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Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Growth stocks

These are stocks in companies that are considered to be “growing”. These companies may be delivering new products and services, or entering new markets.
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Investment Trust

A company that pools money together from multiple investors and then invests it.
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Earnings per share

We look at what earnings per share mean and how to calculate it
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